Preparing your family trust for EOFY

June 3, 2024
With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created to hold and protect family or business assets. Trustees of…

The Rich Life Vol 48

August 3, 2021
It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us….
family trusts best financial advisor gold coast financial planning

Why family trusts are back in favour

July 4, 2017
Recent changes to the rules around voluntary superannuation contributions which impact the amount you can transfer into a super pension account, have meant that many older Australians are considering setting up a family trust. 

End of content

End of content